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B. Riley Wealth Management, Inc.: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Management, Inc. on PFE, newest first. How the timeline and the estimate are built.

B. Riley Wealth Management, Inc. held 176,362 PFE shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 176,362 shares
    Change vs previous 13F -12,164 shares

    0.09% of the 13F portfolio, value $9,247,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-03-31
    13F 188,526 shares
    Change vs previous 13F -7,186 shares

    0.75% of the 13F portfolio, value $9,760,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 195,712 shares
    Change vs previous 13F +2,025 shares

    0.8% of the 13F portfolio, value $11,557,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 193,687 shares
    Change vs previous 13F +56,494 shares

    0.64% of the 13F portfolio, value $8,330,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 137,193 shares
    Change vs previous 13F -9,301 shares

    0.59% of the 13F portfolio, value $5,372,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 146,494 shares
    Change vs previous 13F -22,270 shares

    0.62% of the 13F portfolio, value $5,307,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 168,764 shares
    Change vs previous 13F -515 shares

    0.8% of the 13F portfolio, value $6,212,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-09-30
    13F 169,279 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,213,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).